RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

Sort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
701FCA Corp$808,278$336,618,745$44,080,365$380,699,110
702Northern Capital Management$1,381,091$379,800,000$0$379,800,000
703Vantage Financial Partners Limited$465,768$376,464,502$2,670,501$379,135,003
704Excalibur Management Corp$769,013$378,354,248$0$378,354,248
705Berkshire Money Management, Inc.$859,267$377,218,427$0$377,218,427
706S.A. Mason$1,062,029$143,322,610$233,697,854$377,020,464
707Leonard Rickey Investment Advisors, PLLC$215,372$365,635,627$10,404,342$376,039,969
708Waypoint Wealth Partners$701,430$375,966,561$0$375,966,561
709Firestone Capital Management Inc$389,430$372,800,000$3,000,000$375,800,000
710Kingsview Asset Management, LLC$113,317$345,956,555$29,690,112$375,646,667
711Navpoint Financial, Inc.$1,722,130$360,988,797$14,435,457$375,424,254
712Blue Chip Partners, Inc.$436,232$360,758,924$13,964,340$374,723,264
713Wealthstream Advisors, Inc.$532,406$372,684,497$0$372,684,497
714Pathway Financial Advisors$464,006$371,669,000$0$371,669,000
715ISI Financial Group Inc$231,664$371,588,910$0$371,588,910
716Timber Creek Capital Management$1,641,162$370,902,704$0$370,902,704
717Frisch Financial Group, Inc.$304,386$320,564,335$50,177,828$370,742,163
718NewFocus Financial Group$291,634$368,333,974$0$368,333,974
719Coastedge Partners, LLC$812,722$172,721,126$194,629,273$367,350,399
720Balboa Wealth Partners, Inc.$1,324,910$87,000,000$280,000,000$367,000,000
721ClearRock Capital$467,477$365,644,875$1,324,324$366,969,199
722SignalPoint Asset Management$233,289$359,323,891$7,406,597$366,730,488
723Heller Wealth Advisors.$340,517$365,715,635$0$365,715,635
724Noesis Capital Management Corp$423,613$330,313,493$35,264,401$365,577,894
725Fitzroy Investment Advisors LLC$33,181,818$0$365,000,000$365,000,000
726A. N. Culbertson & Company, Inc.$424,049$356,778,000$7,904,000$364,682,000
727Insight Wealth Partners$801,319$364,100,000$500,000$364,600,000
728Personal Investment Management Inc$369,391$364,219,513$0$364,219,513
729PartnersInWealth, Inc$662,190$207,391,258$156,151,056$363,542,314
730Brickley Wealth Management$908,271$362,400,000$0$362,400,000
731Galecki Financial Management Inc$222,305$362,356,734$0$362,356,734
732Sensible Financial Planning and Management$316,420$247,438,285$114,863,017$362,301,302
733Rollins Financial Inc$583,332$361,665,981$0$361,665,981
734Alpha & Omega$4,696$206,142,000$155,310,000$361,452,000
735Scott Snow (Financial Advisors)$887,266$0$360,230,000$360,230,000
736Ritter Daniher Financial Advisory$341,133$315,885,586$44,009,816$359,895,402
737Advisors Management Group Inc$102,787$327,138,269$32,410,084$359,548,353
738Hamel Associates,Inc.$1,588,344$333,135,910$25,829,744$358,965,654
739Biltmore Capital Advisors$480,310$340,885,712$17,905,538$358,791,250
740Waller Financial Planning Group, Inc.$217,578$320,362,004$38,424,239$358,786,243
741Beekman Wealth Advisory$32,454,545$0$357,000,000$357,000,000
742FMA Advisory Inc$327,538$346,471,622$10,217,569$356,689,191
743Hanson & Doremus Investment Management$411,161$322,080,577$34,395,915$356,476,492
744Sitrin Capital Management, LLC$609,760$341,000,000$15,100,000$356,100,000
745Planfirst Inc$227,990$355,892,203$0$355,892,203
746The Johnston Group, LLC$501,977$355,400,000$0$355,400,000
747McNamara Financial Services, Inc.$170,354$348,000,000$6,336,300$354,336,300
748Hamilton Point Investment Advisors$851,654$354,287,912$0$354,287,912
749John W. Brooker & Co., CPAs, PC$720,951$353,987,001$0$353,987,001
750Alpha Omega Investment Advisors$442,577$302,132,341$51,486,328$353,618,669
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Showing 701 to 750 of 1,937 entries

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Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology: InvestmentNews qualified 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) nor one who is an insurance company or agency.

Database last updated on December 11, 2017.


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